Credit Risk Management Platform Alternatives & Competitors
Top Alternatives to Credit Risk Management Platform
- Accounting CS
- Joist
- MicroAcquire
- MoneyGuidePro
- HomeBudget
- Simple
- LendingClub
- Covisum Social Security Timing
- Accounting CS(22)3.5 out of 5
Accounting CS puts your write-up, trial balance, payroll compliance, and client accounting software on a single platform, creating powerful connections between clients, information, and applications.
Categories in common with Credit Risk Management Platform: - Joist(21)4.0 out of 5
Create estimates, send invoices, manage projects, and record payments from your iPad, iPhone, Android, and the web.
Categories in common with Credit Risk Management Platform: - MicroAcquire(20)4.9 out of 5
MicroAcquire helps startups find buyers. Simple as that. We’ll help you start conversations that lead to an acquisition. Free. Private. No middlemen.
Categories in common with Credit Risk Management Platform: - MoneyGuidePro(17)4.1 out of 5
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.
Categories in common with Credit Risk Management Platform: - HomeBudget(17)4.0 out of 5
HomeBudget is an expense tracker designed to help you budget, track and possibly control your monthly expenses at home. HomeBudget provides an integrated set of features to help you manage your expenses and cash flow.
Categories in common with Credit Risk Management Platform: - Simple(15)4.4 out of 5
With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.
Categories in common with Credit Risk Management Platform: - LendingClub(12)3.1 out of 5
Lending Club is an online credit marketplace, using technology to lower the cost of the traditional banking system.
Categories in common with Credit Risk Management Platform: - Covisum Social Security Timing(8)4.7 out of 5
Social Security Timing will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction.
Categories in common with Credit Risk Management Platform: - Square Deposits(7)4.9 out of 5
Fast deposits come standard. When you take a payment with Square, you get your money in your bank account in one to two business days. Unlike with many other payment processors, this comes standard—no extra fees required.
Categories in common with Credit Risk Management Platform: - Workplace(7)4.3 out of 5
Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry.
Categories in common with Credit Risk Management Platform: - Firm58(7)4.1 out of 5
Firm58 offers a scalable and integrated platform for capital markets firms that protects revenue by optimizing post-trade processes.
Categories in common with Credit Risk Management Platform: - fi360 Toolkit(6)4.3 out of 5
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
Categories in common with Credit Risk Management Platform: - Square Capital(5)4.8 out of 5
For eligible Square sellers, Square Capital offers exclusive access to business loans to grow your business. Whether it’s payments or funding, Square is your trusted financial partner at every step.
Categories in common with Credit Risk Management Platform: - Tax Clarity(5)4.8 out of 5
Tax Clarity can help you quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way.
Categories in common with Credit Risk Management Platform: - Logix Financial Planning(5)3.5 out of 5
Finance Logix provides financial planning software solutions to Broker-Dealers, Registered Investment Advisor (RIA), and other financial service providers.
Categories in common with Credit Risk Management Platform: - Personal Capital Financial Software(4)5.0 out of 5
Financial tools dashboard to monitor your net worth, manage your investment portfolio.
Categories in common with Credit Risk Management Platform: - Broadridge Advisor Portal(4)4.1 out of 5
Broadridge Advisor Portal is a sales, education, and client communication tool that enables financial advisors to deliver current, concise, and FINRA-reviewed resources to their clients.
Categories in common with Credit Risk Management Platform: - Equifax BusinessConnect(3)3.5 out of 5
BusinessConnect, built on the Force.com platform, helps simplify, streamline and accelerate collections and credit management processes by automating routine manual tasks and decisions, and centralizing many operations involved in the account acquisition, account management and recovery processes under one interactive, cloud-based platform.
Categories in common with Credit Risk Management Platform: - Clari5 EFM(3)3.5 out of 5
Acclaimed real-time, cross-channel enterprise product that helps banks combat financial fraud and anti-money laundering.
Categories in common with Credit Risk Management Platform: - Naviplan(3)4.5 out of 5
Financial planning application
Categories in common with Credit Risk Management Platform:
#1
MK
Easy to navigate between clients and engagements. Drop downs were nice and customizable. Easy to link between other software platforms.
#2
AO
The joist software is extremely user friendly. And interface that is so simple allows for less time entering information and more time being productive.
#3
PT
The vetting process, quality of the data, unified platform, and anonymity.
#4
AN
This platform is detailed, robust, and a great tool to use with clients to walk them through all aspects of their financial planning.
#5
UF
Ease and accessibility to navigate from media devices
#6
KG
Simple's best features are the services included at no additional cost, that other institutions charge large fees for. Primarily the no ATM fees, no ACH fees (even when accidental overdrafts...Read more
#7
MB
I like investing with lending club. It helps diversify outside of the stock market. The returns are pretty good and they provide a good deal of information to assist in screening borrowers.
#8
MJ
Surprising accurate, when the actual amounts are calculated by SSA. Support is outstanding.
#9
CL
There are a lot of helpful things about this software. One of the most helpful as it will deposit your funds directly into any account that you link. There are different options to choose from...Read more
#10
UC
I enjoy having a social platform to interact with coworkers
#11
UF
This is so much more than a Billing System. As a product manager, I use this to system to get a complete view on the business. It completely aggregates all my volume information, cost information,...Read more
#12
JR
$2400 – Yearly Subscription, Monthly Data Updates, Fee Disclosure Solution which costs an additional fee to use and you also get one base license. There are other things that I really like about...Read more
#13
ED
What I like best about Square Capital specifically is that it integrates seamlessly with Sqaure's payments and POS functions for small businesses. Thus when I was working for a small business we...Read more
#14
UF
Graphs and illustrations easy to use.works really well
#15
CF
FinanceLogix is very easy to use and navigate. We are able to store all sorts of information on the platform and focus more on clients and building business.
#16
DE
I'd used a couple of different aggregates in the past, both of which were offered through one of the banks I use. Those aggregates got me turned on to the idea of being to take a look at my whole...Read more
#17
UF
Information is live and accurate, I can always rely on it.
#18
UC
When our customer wants to open account with us, we can check customer credit score.
#19
UT
the platform is simple and user friendly, it allows me to navigate easily
#20
CF
The depth of the tool in regards to collecting client information
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